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Vanguard 500 Index Investor VFINX

Analyst rating as of
NAV / 1-Day Return
307.78  /  0.47 %
Total Assets
160.8 Bil
Adj. Expense Ratio
0.140%
Expense Ratio
0.140%
Fee Level
Low
Longest Manager Tenure
4.43 years
Category
US Fund Large Blend
Investment Style
Large Blend
Min. Initial Investment
3,000
Status
Limited
TTM Yield
1.56%
Turnover
4%
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Morningstar’s Analysis

Will VFINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

As one of the cheapest funds in the category, it tracks the broadly diversified S&P 500.

Summary

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Vanguard 500 Index is one of the best funds available in the U.S. large-blend Morningstar Category. As one of the cheapest funds in the category, it tracks the broadly diversified and market-cap-weighted S&P 500. It has a high probability of outperforming the average fund in the large blend Morningstar Category over the long term, so its Admiral, ETF, and Institutional Select share classes earn a Morningstar Analyst Rating of Gold. Owing to its relatively higher fee, the fund’s Investor share class earns a Silver rating.

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